Contract Approval Specialist - 2nd Shift (Hybrid)

Summary

The Contract Approval Specialist plays a critical role in supporting the Sales team by ensuring all contracts are processed efficiently, accurately, and in compliance with internal and external regulations. This role is highly collaborative and administrative in nature, requiring excellent attention to detail, strong communication skills, and the ability to multitask in a fast-paced, high-volume environment. The ideal candidate will be organized, proactive, and comfortable working with multiple departments to keep the pre-boarding process on track and ensure timely movement of contracts from sale to execution.

This is a hybrid, 2nd shift position with hours from 12:30 PM to 9:00 PM CST, Monday through Saturday.

Essential Job Functions

• Provide administrative support to the Sales team to facilitate contract progression and pre-boarding


• Place outbound calls to customers to confirm contract details and outline next steps in the process


• Schedule site survey appointments, coordinating availability with contractors or local survey technicians


• Collaborate with sales professionals to troubleshoot issues and schedule follow-up calls when necessary


• Prepare a high volume of sales packets, ensuring accuracy and timely delivery ahead of appointments


• Review and update sales packets to ensure inclusion of all required and current documentation


• Liaise with the Document Control team to stay aligned on deadlines, updated forms, and compliance requirements


• Research property ownership and address discrepancies through local parish or county government offices


• Confirm receipt of necessary loan approvals for all sold systems


• Verify that sales documents are fully completed, uploaded, and compliant with Document Control standards


• Collect original documentation from the Sales team for auditing and compliance tracking


• Review Salesforce reports to monitor upcoming appointments and the status of signed contracts


• Adjust sales packets as needed based on rep feedback or feasibility assessments from operations


• Communicate regularly with internal departments including management, operations, and field personnel


• Follow up on aging customer accounts in Salesforce and provide timely updates on status


• Perform general administrative tasks including filing, scanning, faxing, and organizing sales and marketing materials


• Complete additional duties and special projects as assigned by leadership

Qualifications & Requirements

• High School Diploma or equivalent required


• 1–2 years of experience in a customer service role, with a proven track record of delivering excellent support


• Fluency (Bilingual) in both Spanish and English is preferred


• Exceptional written and verbal communication skills


• Strong customer service mindset with the ability to resolve issues efficiently and professionally


• Familiarity with the solar energy industry is a plus


• Experience using Salesforce CRM is highly preferred


• Knowledge of DrawLoop and DocuSign software is a strong advantage


• Proficient in Google Workspace (Gmail, Google Meet, Chat, Drive) and other database systems

Physical Demands

The physical requirements outlined are essential for performing the core duties of this role.

• Primary responsibilities involve regular speaking, listening, standing, walking, using hands to handle or feel objects, and reaching with arms.


• Occasionally, the role may require sitting, climbing, balancing, stooping, kneeling, crouching, or crawling. Employees must be able to frequently lift and move objects weighing up to 10 pounds and occasionally up to 40 pounds.


• Vision requirements include the ability to focus at close and long distances, distinguish colors, maintain peripheral awareness, perceive depth, and make precise focus adjustments.

EEO Statement

PosiGen is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, protected veteran status or any other factor protected by applicable federal, state or local laws. Individuals who require reasonable accommodations under the Americans with Disabilities Act in order to participate in the search process should notify the Office of Human Resources at [email protected].